Senior Universal Banker: Relationship Builder & Digital Banking

Beacon Bank; New City (NY); On-site; USD 28,000 - 40,000; Full time

Job summary

Beacon Bank in New City, NY is seeking a Sr. Universal Banker to perform the duties of a Senior Teller and Personal Banking Representative. Deliver an exceptional customer experience, process transactions, open new accounts, and proactively develop, retain, and expand customer relationships.

Cultivate relationships, promote Beacon Bank’s products and services, and support digital banking engagement. The role requires a high school diploma or equivalent (associate’s degree preferred), strong

Qualifications

• High school diploma or equivalent required.
• Associate’s degree or banking courses preferred.

Responsibilities

• Provide an outstanding customer experience at all points of contact.
• Build, retain, and expand customer relationships by recommending products and services to meet customer needs.
• Educate and assist clients with digital banking services and recommend convenient banking options.
• Handle complex customer issues, explain bank policies and procedures, and resolve service concerns.
• Participate in outbound calling campaigns, branch initiatives and community involvement to develop new business.
• Build and deepen relationships by recognizing customer needs and making appropriate recommendations.
• Educate and offer a full range of financial products and services, including referrals to business partners.
• Have basic knowledge of all lending products.
• Meet or exceed individual incentive goals and contribute to overall branch goals.
• Actively participate in all branch initiatives.
• Process financial transactions, including deposits, withdrawals, check cashing, loan payments, and other services.
• Maintain and balance a cash drawer daily.
• Handle cash in an organized, timely, and accurate manner.
• Assist with daily branch responsibilities to ensure proper balancing and timely delivery of work to appropriate departments.
• Provide backup support to Teller Supervisors and participate in branch meetings.
• Accurately perform account opening procedures and maintenance requests.
• Follow all bank policies and procedures, including security of bank assets and confidentiality of customer information with adherence to Customer Information Practices.
• Ensure compliance with all banking regulations, policies and procedures, including BSA/AML.
• Act as a deterrent to robbery and fraud by adhering to procedures.

Skills

Customer service

Sales skills

Communication

Interpersonal skills

Needs assessment

Prioritization & multitasking

Deadline management

Goal-oriented

Customer-focused

Analytical problem-solving

Education

High school diploma or equivalent

Associate’s degree preferred

Tools

Microsoft Office

Word

Excel

Outlook

Job description

Beacon Bank in New City, NY is seeking a Sr. Universal Banker to perform the duties of a Senior Teller and Personal Banking Representative. Deliver an exceptional customer experience, process transactions, open new accounts, and proactively develop, retain, and expand customer relationships.

Cultivate relationships, promote Beacon Bank’s products and services, and support digital banking engagement. The role requires a high school diploma or equivalent (associate’s degree preferred), strong